Ma Private Wealth Portfolio Holdings
Ma Private Wealth
- $574 Million
- Q3 2025
Ma Private Wealth has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $574 Million distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $88.1M, Ishares S&P 500 Growth ETF with a value of $47.2M, Blackrock ETF Tr U S Equity Fa with a value of $43.2M, Vanguard Bd Index Fd Inc Total with a value of $33.4M, and Ishares Msci Usa Quality Facto with a value of $32.4M.
Examining the 13F form we can see an increase of $34M in the current position value, from $540M to 574M.
Below you can find more details about Ma Private Wealth portfolio as well as his latest detailed transactions.
Portfolio value
$574 Million
ETFs: $560 Million
Technology: $8.5 Million
Consumer Cyclical: $1.35 Million
Energy: $948,000
Healthcare: $537,000
Financial Services: $346,000
Communication Services: $244,000
Industrials: $203,000
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|